Tax Intake Form

Tax Intake Form

Thanks for choosing Zhou Agency. We will create your client portal based on the information below.

Once you fill out the form below and submit, you will see a confirmation page that contains our detailed tax preparation procedure. Please read that confirmation page carefully.

We look forward to serving you.

Zhou Agency | Phone: (312) 808-8899
625 N Michigan Ave Ste 1705, Chicago, IL 60611
How Did You Hear About Us?
Accountant You Spoke WIth?
Please Select Your Type of Tax Filing(s) - Multiple Choice
- Filing Status
- Legal Name
  
  First NameLast Name
- Date of Birth
  
  MonthDayYear
  Date
- Social Security Number
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Email
  example@example.com
- Occupation
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Type of Tax for Individual - If you're not sure about this, please ask the accountant you initially spoke with.
- Tax Year for Individual - The year for which you are reporting your income.
- All States Where Your Individual Taxes Should Be Filed for the above Tax Year
- Notes - Please add details about any additional tax years you need to file for this individual. You may also add any other unique information that may help us.
- Spouse's Name
  
  First NameLast Name
- Spouse's Date of Birth
  
  MonthDayYear
  Date
- Spouse's Social Security Number
- Spouse's Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Spouse's Email
  example@example.com
- Spouse's Occupation
- This form is only programmed to capture one business's information. If you have multiple businesses, please fill out another response for your business after you submit this one.
- Business Name
- Business's Authorized Signer's Name
  
  First NameLast Name
- Business's Authorized Signer's Email
  example@example.com
- Business's Authorized Signer's Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Business Primary Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- EIN
- All States Where Your Business Is Registered
- Type of Tax for Business - If you're not sure about this, please ask the accountant you initially spoke with.
- Tax Year for Business - The year for which you are reporting your income.
- Do you have any other business tax years to file for this business?
- Additional Tax Year for Business
  The year for which you are reporting your income.
- Additional Type of Tax for Business
  If you're not sure about this, please ask the accountant you initially spoke with.
- Business Additional comments
- Do you have another business to report?
- Second Business' Name
- Additional Business's Authorized Signer's Name
  
  First NameLast Name
- Additional Business's Authorized Signer's Email
  example@example.com
- Additional Business's Authorized Signer's Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Additional Business Primary Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- EIN
- All States Where Your Business Is Registered
- Type of Tax for Second Business - If you're not sure about this, please ask the accountant you initially spoke with.
- Tax Year for Second Business - The year for which you are reporting your income.
- Do you have any other additional businsess' tax years to file for this business?
- Additional Tax Year for additional Business
  The year for which you are reporting your income.
- Additional Type of Tax for additional Business
  If you're not sure about this, please ask the accountant you initially spoke with.
- Additional Business comments
- Do you have another business to report?
- Third Business' Name
- Additional Business's Authorized Signer's Name
  
  First NameLast Name
- Additional Business's Authorized Signer's Email
  example@example.com
- Additional Business's Authorized Signer's Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Additional Business Primary Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- EIN
- All States Where Your Business Is Registered
- Type of Tax for Third Business - If you're not sure about this, please ask the accountant you initially spoke with.
- Tax Year for Third Business - The year for which you are reporting your income.
- Additional Business comments
- - I confirm that all information provided in this form is accurate, complete, and true to the best of my knowledge.
  - I understand that my information will be handled in accordance with Zhou Agency's Privacy Policy and applicable federal and state privacy laws.
  - I agree that Zhou Agency is not liable for errors or penalties resulting from incomplete, inaccurate, or withheld information provided by me.
  - I authorize Zhou Agency to collect and securely store my sensitive personal information, such as my Social Security Number, solely for the purpose of preparing my tax return and I confirm that I have read and understood my responsibilities.
- Date Signed
  
  MonthDayYear
  Date
- Taxpayer Signature
- Date Signed
  
  MonthDayYear
  Date
- Spouse Signature
Should be Empty: